Events

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TargetBay Support

How To Setup Abandoned Cart Email Trigger ?

Strategic abandonment cart emails can get 6x times more customers back to the website to complete the checkout process.

To setup Abandoned Cart email trigger, templates need to be created intially.

Log into TargetBay’s dashboard by entering the right credentials.

Click ‘Email’ on the left-side menu.

Under ‘Email’, there are two options: ‘Templates’ and ‘Email triggers’. Click ‘Email triggers’.

Wait till the page loads and click ‘Create Trigger’.

Choose ‘Abandoned Cart Emails’ and click ‘Next’ located at the bottom-right corner.

Now assign a name for the email trigger.

Select ‘Send to all subscribers’ or ‘Let me choose users’ from the drop down box.

Choose the start date for the email trigger. It is recommended not to select end date for Abandoned Cart triggers since it should be a repetitive and continuous event. Click ‘Next’.

In the Create Workflow sections, by default, three columns are provided. The first column consists of Workflow name, user type choices and date. The second column includes three parameters: Event name, operator and value. The third column has a template and trigger time.

In Column 1 (left), type ‘Abandoned Cart’ for workflow name. By default, the user type will be ‘All Users’. Select ‘Segment users’ if you have created one. By default, the start date will be the current date. It is recommended not to select end date for Abandoned Cart triggers, since it should be a repetitive and continuous event.

In Column 2 (middle), the event should be ‘Abandoned Cart’, operator will be ‘Equal’ and value should be ‘Yes’.

In Column 3 (right), the template selected should be ‘Abandoned Cart’ and the recommended trigger time is ‘1 Day’.

For Follow up emails, click the small ‘+’ symbol and Follow up (Level 1) will pop up automatically. We recommend the first Follow up to be ‘Conversion’ condition.